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iShares Select Dividend ETF
DVY

Overview Fund Activity

821 hedge funds and large institutions have $7.05B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 241 increasing their positions, 272 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
821
Holders Change
+102
Holders Change %
+14.19%
% of All Funds
18.65%
Holding in Top 10
54
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+31.71%
% of All Funds
1.23%
New
136
Increased
241
Reduced
272
Closed
28
Calls
$19.5M
Puts
$7.42M
Net Calls
+$12.1M
Net Calls Change
-$13.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$563M
2
BlackRock
BlackRock
New York
$148M
3
Morgan Stanley
Morgan Stanley
New York
$467M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$109M
5
SI
Stephens Inc
Arkansas
$22.4M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$423M
2
Bank of America
Bank of America
North Carolina
$923M
3
SB
Suntrust Banks
Georgia
$260M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$123M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
526
Lee, Danner & Bass
Tennessee
$401K -$3.94K -40 -1%
FA
527
FC Advisory
Pennsylvania
$401K +$1.48K +15 +0.4%
RMAM
528
Raab & Moskowitz Asset Management
New Jersey
$394K -$85.4K -867 -18%
AFM
529
Abbot Financial Management
Massachusetts
$394K +$69K +700 +21%
CCMG
530
Clark Capital Management Group
Pennsylvania
$391K +$65.5K +665 +20%
LWS
531
Lucia Wealth Services
California
$391K +$391K +3,971 New
UR
532
USCA RIA
Texas
$386K -$271K -2,742 -41%
AFP
533
Ausdal Financial Partners
Iowa
$386K -$110K -1,120 -22%
CCA
534
Clearwater Capital Advisors
Illinois
$383K +$32.1K +325 +9%
WWM
535
Willingdon Wealth Management
North Carolina
$383K +$71.7K +728 +23%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$383K +$38.5K +391 +11%
SFG
537
SNS Financial Group
Minnesota
$382K +$4.54K +46 +1%
SC
538
Searle & Co
Connecticut
$380K – – –
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$376K -$27K -274 -7%
BWM
540
BerganKDV Wealth Management
Minnesota
$375K +$2.27K +23 +0.6%
MIM
541
Marco Investment Management
Georgia
$375K +$49.3K +500 +15%
MLL
542
Moody Lynn & Lieberson
Massachusetts
$368K – – –
DWM
543
Dynasty Wealth Management
Florida
$368K +$368K +3,734 New
KC
544
Kingfisher Capital
North Carolina
$367K +$788 +8 +0.2%
CL
545
Cabana LLC
Arkansas
$366K +$366K +3,712 New
PFA
546
Paradigm Financial Advisors
Missouri
$364K +$98 +1 +0%
ODG
547
O'Dell Group
Ohio
$363K -$8.77K -89 -2%
KFGK
548
Keystone Financial Group (Kentucky)
Kentucky
$363K +$363K +3,649 New
CA
549
Calton & Associates
Florida
$362K +$362K +3,587 New
KFC
550
Klingenstein Fields & Co
New York
$361K – – –
20 21
22
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